The trustee of the family trust was suffering a diagnosed senior dementia 
My mother & father established a family trust in the 70's.

Dad passed away short time later leaving mother who over time dropped in to a state of mental ...

Funding a Trust 
What is the value limit on funding a trust?

Force a sale 
I am co-trustee in an irrevocable trust. I have paid over $67.000.00 to him and about 15.00.00 in home restoration. The trust says we are both equal owners....

What Happens to Trust Assets When Successor Trustee and Beneficiary Dies?  
My aunt is Successor Trustee of my deceased grandmother's estate. My grandmother has a revocable trust and everything is supposed to be divided between ...

Only One Named Beneficiary Required for Non-IRA Trust Dividend and Income?  
I understand that a trust need name one distinct beneficiary for an IRA to pass through it so that the lifetime expectancy of that beneficiary can be used ...

Trustee selection and options for perpetual charitable living trust  
If I set up a living trust who should I name as the body to see that things go correctly? I have no close relatives. I can place substantial assets into ...

When to update a living trust?  
My wife and I established a living trust in 2000. Would there be any reason for us to see an attorney to update the trust? The only change in our situation ...

Trust Amendment 
Does a trust amendment need to be notarized in CA?

Will, Trust or Both? 
I just want to see if this forum would be helpful to me for deciding what I need, will or trust or both?

How Beneficiary Get Trustee To Distribute Assets? 
How do you get successor trustee, to transfer Title to property, that beneficiary's are not selling.
The Trust calls for outright distribution of assets....

What's enough property to warrant a Living Trust?  
I have been doing a lot of research on living trusts. Throughout this literature I find they say essentially the same thing: use a living trust if you ...

Looking for ideas on how to divide assets in writing a trust 
My husband & I are having trouble dividing our assets in writing a trust. We don't have children. I'd rather not include my niece & nephew since there ...

contesting a major amendment to a revocable trust? 
Don't know where to start, much less what needs to be done if anything can be done still to contest a major amendment made to the trust during a questionable ...

Living trust legality vs Will 
If a person has made a will, then becomes disabled through dementia and the care provider says they were made executor, can they then change and set up ...

Banks seem to refuse spirit of Trust Account instructions  Not rated yet
My mother recently passed. She was very savvy and didn't want her estate to go to probate. To which end as she was dealing with cancer she essentially ...

My brother has the same name as my father ...  Not rated yet
My parents said they have a Living Trust and they're finally going to give me a copy. I've never really asked. But the troubling thing to me is that my ...

NOW CASTING FOR ESTATE PLANNING TV PILOT  Not rated yet
If you are 60 years of age and over (or know someone who is) you can take part in a life-changing new TV series.

Would you like help planning your will?...

Trustee Not Distributing Assets   Not rated yet
My brother, sucessor trustee is not distributing assets outright like trust instructions say to do.

Instead he is holding on to my cash distribution ...

Father just died!  Not rated yet
My father died recently and left everything in a trust. I am sure I was disinherit. How soon after death must a trust be read. thanks


Editor'...

Need to find a trust  Not rated yet
My mom died in 1993 and it was just brought to my attention that she had a trust and left me and my sister money. Turns out my uncle cashed in the trust ...

Living trust and disabled children?  Not rated yet
Hi,

I'm helping my Mom in planning her estate now and after death

A major question has arisen concerning both wills and living trusts. Both my ...

Trust Money Gone; Now What Should We Do?   Not rated yet
I wasn't told about being part of my mothers & her husbands trust until 7 months after he died (my mom died 10 years ago). And this is only because his ...

Problems with Trust Tax Return  Not rated yet
I was asked to help a Trustee pull together their records and provide schedules for the purpose of filing their annual trust tax return. I have prepared ...

Search for living trust files on record  Not rated yet
Our uncle died 7-20-08 and we found his 1994 living trust but want to locate a more current version, if there is one.

So far all the leads to attorneys ...

Co-trustee force to sale  Not rated yet
My brother and I are co-trustees of a house my dad left us. I have been living here for 4 years. I have spent about $20,000 in repairs to the house, and ...

Successor Trustee as Living Trust Claimant  Not rated yet
My sister, the successor trustee of my parents' living trust upon their simultaneous deaths in CA in Nov 2007, is claiming that the Trust owes her $158000 ...

Three Of Us -- Joint Living Trust Trustees?  Not rated yet
Can my wife and I and a friend make a JOINT LIVING TRUST whereby all three of us could act as TRUSTEE?


Editor's Note: Of course we can't offer ...

Can Financial Planners Do Living Trusts?  Not rated yet
I went to a free dinner last night put on by a local financial planner. I was surprised when they started "pitching" living trusts. So, I did some research ...